Senior Forecast, Planning & Analysis Analyst

GENERAL JOB DESCRIPTION

We are seeking a high‑performing Senior FP&A Analyst to join the FP&A team of a large, rapidly growing Registered Investment Advisor (RIA) backed by a top‑tier Private Equity firm. This role will play a critical part in supporting executive decision‑making through sophisticated financial modeling, forecasting, and performance analysis, while helping to scale financial processes in a complex, acquisitive environment.

The Senior Financial Analyst will partner closely with Finance leadership, business unit leaders, and private equity stakeholders, and will be deeply involved in financial systems optimization, including a major ERP implementation.

This is an excellent opportunity for a technically strong, detail‑oriented analyst who thrives in a fast‑paced, PE‑owned organization and enjoys building scalable financial infrastructure.

This is a hybrid position based out of Independence, OH.

MAJOR DUTIES AND RESPONSIBILITIES

Financial Planning & Analysis

• Develop and maintain complex financial models to support budgeting, forecasting, long‑range planning, scenario analysis, and valuation initiatives
• Prepare monthly, quarterly, and annual management reporting packages for executive leadership and other key stakeholders
• Perform variance analysis versus budget, forecast, and prior periods; identify key business drivers and actionable insights
• Prepare and Improve Cash Flow Forecasting and modeling 
• Support strategic initiatives including M&A support, organic growth initiatives, and other key company priorities

Systems & Data Management

• Serve as a key Finance participant in a ERP implementation, including requirements gathering, testing, data validation, and post‑go‑live stabilization.
• Leverage and enhance financial systems, particularly Oracle, Hyperion, and SmartView, to improve reporting accuracy, automation, and efficiency.
• Collaborate with IT, Accounting, and external consultants to ensure alignment between financial systems and business needs.

Business Partnership

• Partner with leaders across the business to provide financial insights and decision support.
• Support Private Equity ownership requirements, including enhanced reporting, KPI development, and ad‑hoc financial analysis.
• Drive continuous improvement in FP&A processes, controls, and scalability as the firm grows.
• Stays abreast of industry trends and assists in developing meaningful benchmarking analysis.
• Participate in special projects and studies, and other ad hoc analyses as requested.

EXPERIENCE/CREDENTIALS

• Bachelor’s degree in finance, Accounting, Economics, or related field.
• 4 – 6 years analytical experience in a Finance or related business role; Financial Services industry experience a plus.
• 3+ years’ experience working with financial management, enterprise resource planning, and reporting systems and tools (Hyperion, Essbase, SAP, Microsoft Dynamics, NetSuite, etc.).
• 3+ years’ experience in budget preparation and administration; strong financial and/or accounting acumen.
• Strong analytical and problem-solving skills; proficient in financial modeling and statistical analysis.
• Knowledge of complex and diverse financial policies, practices, and procedures, including GAAP.
• Experience preparing executive and board level presentations.
• Experience in a Private Equity‑backed company or highly leveraged environment.
• Proficient with Microsoft Office suite, including Excel, Outlook, Word, Adobe, PowerPoint, Access (or similar database application).
• MBA, CPA, or CFA a plus.

COMPETENCIES

• Thrives in a fast-paced and dynamic team-based, collaborative environment, and works well with others to resolve conflicts, especially under pressure.
• Drives continuous improvement of processes, and coaches and mentors’ others as needed to build skills, improve efficiencies, and increase team effectiveness.
• Strong organizational, project management, and interpersonal skills with a demonstrated commitment to teamwork and partnerships.
• Excellent oral and written communication skills.
• Excellent ability to handle critical internal relationships within the firm, including with other departments and employees of all levels, up to and including the Management team.
• Strong strategic thinking, problem solving, and analytical skills; able to clearly define a problem, synthesize data to derive fact-based insights, and provide actionable recommendations.
• Able to meet deadlines, while still maintaining flexibility to prioritize and execute to meet firm needs.
• Maintains absolute confidentiality of all financial information and safeguards firm data; maintains high ethical standards in all practices.
• Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity.

FEATURED BENEFITS: 

• Discretionary Bonus
• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• Health Savings Account
• Paid Maternity Leave
• Paid Parental Leave
• Tuition Reimbursement